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Designed for wealth management firms and institutional financial services platforms of all sizes to streamline compliance data, trade monitoring, & accounts and meet regulatory requirements.
Not provided by vendor
We love working with Amy, she understands the system well, is thorough and is really good at helping familiarize users with the platform.
Depending on your custodian getting your data feeds set up correctly can be frustrating and time consuming.
The software has made great advancements in the first couple of years, and the support team has been great. As long as improvements continue to be made, we're moving in the right direction.
The integrations are limited, specifically with Wealthbox and Redtail (CRM integrations).
We have had excellent service from SmartRIA and while it is still newer to us, we feel like this will be a good platform to run compliance out of for years to come.
What I like is how easy it is to use not only for the compliance department but also for employees. It is an excellent tool that guides us to comply with regulations.
For small tasks this is an excellent service. I have had great success with tech issues and help and it was extremely easy, fast and super affordable.
Some scam artists nest here. You have to be sure who you are working with.
They have a lot of great talent. Almost always impressed with the freelancers.
Services offered Pro sellers can be costly compared to standard Fiverr gigs due to the higher quality and expertise.
But, when it comes to starting your career at Fiverr, it is simply great. For beginner freelancers, I would surely recommend it.
We don't hire freelancers often, so the extra features aren't quite necessary.
There are wonderful and talented freelancers whose expertise our not very expensive.
Not worth your money i believe fiverr is a scam.
Smart RIA
Fiverr Pro
Top FeaturesSmart RIA
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Fiverr Pro
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